Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves

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Adviser(s) Firm joining Firm leaving AUM ($M) Date
Justin Hayden WoelperAmeriprise Financial Services, LLCRBC Capital Markets, LLC10-04-2013
Robin Olin OegerleB. Riley Wealth ManagementRBC Capital Markets, LLC03-30-2009
Derek Michael EhmanBB&T Securities, LLCRBC Capital Markets, LLC$1008-06-2014
Ralph Joseph AballoBB&T Securities, LLCRBC Capital Markets, LLC01-17-2014
David Alan AndersonBB&T Securities, LLCRBC Capital Markets, LLC$5001-17-2014
Megan Nicole KellyBridgewater Wealth & Financial Management, LLCRBC Capital Markets, LLC01-08-2016
Gilbert Anthony KutaCapitol Securities Management, Inc.RBC Capital Markets, LLC$15008-31-2009
Floyd Lankford IIIChapin, DavisRBC Capital Markets, LLC01-01-2017
James Francis McCrory Jr.Coastal Equities, Inc.RBC Capital Markets, LLC$10005-26-2016
John Hammond Urner Jr.Commonwealth Financial NetworkRBC Capital Markets, LLC$5009-10-2010
Gregory Alexander AndraCommonwealth Financial NetworkRBC Capital Markets, LLC$2509-10-2010
William James RileyCristata Investment ManagementRBC Capital Markets, LLC$5004-27-2009
Roger Joseph RathEdward JonesRBC Capital Markets, LLC03-23-2015
John James KriegerFolger Nolan Fleming Douglas IncorporatedRBC Capital Markets, LLC$5009-25-2015
Edwin Roland Mowbray IIIFolger Nolan Fleming Douglas IncorporatedRBC Capital Markets, LLC08-16-2013
Kitridge Arthur BuritschFolger Nolan Fleming Douglas IncorporatedRBC Capital Markets, LLC$1010-08-2010
James Taylor MontgomeryFolger Nolan Fleming Douglas IncorporatedRBC Capital Markets, LLC04-09-2010
Andrew Reiley CrosbyGreenspring Advisors, LLCRBC Capital Markets, LLC03-22-2017
Gregory Alan HobsonGreenspring Advisors, LLCRBC Capital Markets, LLC$7003-21-2017
James Michael WinnerJanney Montgomery Scott LLCRBC Capital Markets, LLC$10010-29-2015
Michael P. StewartJanney Montgomery Scott LLCRBC Capital Markets, LLC$5004-01-2015
John Todd PaulinyJanney Montgomery Scott LLCRBC Capital Markets, LLC$5004-01-2015
Patrick Joseph GolesJanney Montgomery Scott LLCRBC Capital Markets, LLC11-07-2013
John Matthew GolesJanney Montgomery Scott LLCRBC Capital Markets, LLC11-07-2013
Steven John Deboy Jr.Janney Montgomery Scott LLCRBC Capital Markets, LLC11-07-2013
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Showing 1 to 25 of 43 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on InvestmentNews.com and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.